CIK: 0001643792
Total reported value
$1.4M
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | GE | General Electric | Stock-Industrials | 19.52% | — | — | |
| 2 | MSFT | Microsoft CORP | Stock-Tech | 16.80% | — | +5.78% | |
| 3 | LLY | Eli Lilly & Co | Stock-Healthcare | 16.73% | — | — | |
| 4 | AAPL | Apple INC | Stock-Tech | 16.21% | — | — | |
| 5 | CSX | Csx CORP | Stock-Industrials | 15.64% | — | — | |
| 6 | AVGO | Broadcom INC | Stock-Tech | 14.07% | — | +542.49% | |
| 7 | RTX | Rtx CORP | Stock-Industrials | 1.02% | — | — |
| # | Ticker | Issuer | Weight Change | Shares Change | Action |
|---|---|---|---|---|---|
| 1 | GE | General Electric | +19.5% | NEW | New buy |
| 2 | LLY | Eli Lilly & Co | +16.7% | NEW | New buy |
| 3 | AAPL | Apple INC | +16.2% | NEW | New buy |
| 4 | CSX | Csx CORP | +15.6% | NEW | New buy |
| 5 | MSFT | Microsoft CORP | +7.6% | +5.78% | Add |
| 6 | AVGO | Broadcom INC | +2.9% | +542.49% | Add |
| 7 | RTX | Rtx CORP | +1% | NEW | New buy |
| 8 | MS | Morgan Stanley | -3% | EXIT | Sold out |
| 9 | KMI | Kinder Morgan INC | -4.5% | EXIT | Sold out |
| 10 | FCX | Freeport-mcmoran INC | -6.6% | EXIT | Sold out |
| 11 | PG | Procter & Gamble Co/the | -6.8% | EXIT | Sold out |
| 12 | TMO | Thermo Fisher Scientific INC | -8.1% | EXIT | Sold out |
| 13 | GOOGL | Alphabet Inc-cl A | -8.3% | EXIT | Sold out |
| 14 | EQIX | Equinix INC | -8.4% | EXIT | Sold out |
| 15 | NVDA | Nvidia CORP | -11.1% | EXIT | Sold out |
| 16 | AMAT | Applied Materials INC | -11.3% | EXIT | Sold out |
| 17 | WMT | Walmart INC | -11.5% | EXIT | Sold out |